We require an experienced Client Manager (Paraplanner) to join our fast paced, friendly and supportive team. Client Managers are often the first point of contact for our clients and so we require individuals who are great communicators as well as being experts in the field of wealth management.
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No matter what your background is, if you’re a pro-active person who puts your all into everything you do, your perfect role could be at Equilibrium.
What are you waiting for? Take a look at our current job opportunities below.
We believe we offer a slightly different role to a traditional paraplanner. Within the role you will support our Financial Planners whilst having day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client, whilst providing support and planning for key areas of the planning process.